![]() ![]() Next, iBank will prompt you to add accounts to the document: please see About Accounts for more information. Both sets include categories that are assigned standard US tax codes. iBank includes two predefined sets of categories: "Home" is intended for personal use, "Business" for professional use. On the next screen, you will be asked to choose which categories you would like iBank to add to your document. ![]() The next screen will ask you to choose a location in which to save your document: click "Continue," enter a name for the document in the sheet that appears, choose a location, and click "Save." Choose one of the following options to determine how iBank should set up the new file: Start FreshĬhoose this option and click "Next" to create a new iBank document. This assistant opens automatically the first time you launch iBank 5, as well as any time you create a new document. Choose File > New iBank Document to start the new document assistant: To get started using iBank, the first thing you will need to do is create a document. Creating a Document How do I create documents in iBank? ![]()
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